CRM Strategy & Enablement

CRM Strategy & Enablement

Our Approach to CRM Strategy & Enablement Services

A ROBUST, HIGHLY STRATEGIC CRM PROGRAM HAS BECOME TABLE-STAKES

Today’s market dynamics make retaining and nurturing your customers more important than ever.

Not only do customers have more choices, but they are increasingly becoming more mindful of their spend and the companies they want to spend with.  Companies who know their customers deeply and can engage with them in authentic, highly personalized ways are in the best position to thrive in the new economic reality.

CRM done right will dramatically differentiate you from your competitors, uniquely position your company to retain customers, and nurture deep loyalty to your brand. CRM done wrong will drive your customers to your competitors. 

While many of our customers initially believe they have a robust CRM program, our team can help to maximize your success by applying best-in-class CRM practices across your marketing, sales, customer service, and data analytics.

CRM marketing
CRM Strategy
Our Approach to CRM Strategy & Enablement Services

NEGLECTING CRM IS NO LONGER AN OPTION

CRM is a robust, cross-functional strategy and operational plan that puts the customer first across all pillars of your business.  It should be prioritized like other key business functions, incorporating the right mix of strategy, people, technology, process, and tactics.

CRM Strategy & Enablement Skills & Services

OUR CORE AREAS OF FOCUS

Chameleon Collective is able to leverage its diverse set of experts with CRM marketing experience to affect change across your business from strategy to execution in a way that few companies can.

Strategy

  • Strategy Assessment
  • Audience Segmentation
  • Omni-Channel Customer Engagement Strategy
  • Customer Journey Design
  • Vision for Customer Centricity
  • Data Collection & Usage Strategy

Execution

  • Loyalty Program Development
  • Retention & Nurture Programs
  • Customer Onboarding
  • Churn/Winback Initiatives
  • Data Quality/Cleanup
  • Marketing / Sales Automation
  • Email Campaigns & Automation
  • SMS Campaigns & Automation
  • App Push Messaging Programs

Analytics

  • Analytics Roadmap & Development
  • Definition of critical KPIs
  • Reporting infrastructure
  • Reporting design and development
  • Analytics infrastructure
  • Foundational analytics
  • Design of ideal analytics organization

Business Operations

  • Technology Stack Assessment
  • Strategic Roadmap Development
  • Technology Roadmap Development
  • Vendor Review / Selection
  • Process Implementation
  • Team / Talent Assessment
  • Opportunity Assessment/Business Case Development
  • Change Management
  • Playbooks & Training

Recent CRM Strategy & Enablement Clients

OUR CLIENTS

Meet the team

FEATURED CHAMELEONS

Kelly Colbert
Partner and Interim Leader, CRM & Loyalty

With experience in retail, entertainment, luxury & lifestyle industries, she's led customer marketing, retention, acquisition, and marketing automation initiatives.

Julie Znoy
Email and CRM Strategist

A results-driven, passionate marketer and problem-solver specializing in data-led customer retention, email marketing, loyalty, and SMS strategy.

Jonathan Nail
CRM & Marketing Automation, Beauty/Fashion Focus

A CRM/Marketing Automation expert, adept at leveraging automation tools and developing CRM strategies to drive customer engagement.

Brittney Kleinfelter
Search Marketing Director

15 years of marketing experience across retail/e-commerce, publishing, finance, and technology. Brittney specializes in SEO, SEM, email marketing automation, and web analytics.

Anthony is a versatile marketing and growth executive with 30 years of experience operating at the intersection of data, technology, CX and creativity.

Adam Towvim
Interim Leader

An interim sales and marketing leader with deep expertise in customer data analytics who has led growth strategies for companies like Salesforce, LiveRamp, Jumptap, and Waystar.

Case Studies

RELEVANT EXPERIENCE

The following work represents a cross-section of our relevant experience:
Backyard Discovery

Grammarly

Open Project

Kimera Labs

Open Project

Blink Fitness

Open Project
Co-op Financial Services

CO-OP Financial Services

Open Project
Our Story

We adapt. We scale. We help grow successful businesses.

Find out if Chameleon Collective is the right partner for you.